Jacob Schoengold signed GCOM Software LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GCOM Software LLC's EIN is 52-2179898.
Download the official 2024 Form 5500 (PDF) for GCOM Software LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GCOM Software LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $159K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GCOM SOFTWARE LLC | 20-2902922 | — | OTHER SERVICES | $0 | — |
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Intl Intrinsic Value R6 Fd | Mutual Funds | — | $0 | $13.6M | 18.0% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $0 | $9.8M | 13.0% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $6.9M | 9.2% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $6.3M | 8.3% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $0 | $5.0M | 6.6% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $4.8M | 6.4% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | $0 | $4.7M | 6.3% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $3.6M | 4.8% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $2.9M | 3.8% | |
| Inv Oppenheim Intl Grw R6 Fd | Other securities | — | $0 | $2.4M | 3.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $1.9M | 2.5% | |
| Lord Abbett Income R6 Fund | Mutual Funds | — | $0 | $1.7M | 2.2% | |
| Participant Loans | Participant loans | — | $0 | $1.7M | 2.2% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.7M | 2.2% | |
| JP Morgan Sm Cap Equity R6 Fd | Other securities | — | $0 | $1.4M | 1.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $1.3M | 1.8% | |
| Prin MidCap S&P 400 Idx SA-NE | Common Collective Trusts | — | $0 | $1.3M | 1.7% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $1.3M | 1.7% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $0 | $1.1M | 1.4% | |
| Thornburg Inv Inc Bldr R6 Fund | Common Stocks | — | $0 | $568K | 0.8% | |
| Fed Hrmes Kaufmann Sm Cp R6 Fd | Other securities | — | $0 | $521K | 0.7% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $457K | 0.6% | |
| Stable Value Fixed Income CIT | Stable Value | — | $0 | $457K | 0.6% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | $0 | $355K | 0.5% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $351K | 0.5% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $337K | 0.4% | |
| Prin LifeTime 2015 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $337K | 0.4% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | $0 | $317K | 0.4% | |
| ClearBridge Lg Cap Gr IS Fd | Other securities | — | $0 | $304K | 0.4% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $272K | 0.4% | |
| American Centur Mid-Cap Val R6 | Other securities | — | $0 | $259K | 0.3% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $248K | 0.3% | |
| State Street US Bd Id SL XIV | Other securities | — | $0 | $237K | 0.3% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | $0 | $230K | 0.3% | |
| Columbia Div Income I3 Fund | Other securities | — | $0 | $179K | 0.2% | |
| State St Wd Dv ex US Idx II Fd | Common Collective Trusts | — | $0 | $140K | 0.2% | |
| PGIM TOTAL RTRN BND CIT CL LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $140K | 0.2% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | $0 | $111K | 0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | $0 | $67K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $0 | $66K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $62K | <0.1% | |
| PGIM Total Rtrn Bnd CIT Cl LP | Common Collective Trusts | — | $0 | $62K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $58K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | $0 | $49K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z | Pooled Separate Accounts | — | $0 | $44K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $44K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | $0 | $29K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $12K | <0.1% |
